City
Wealth management firms in Worcester, Massachusetts
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Worcester, Massachusetts reported $2.7 billion in regulatory assets under management; the largest by assets was Carr Financial Group, with $835.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $452.2 million
- SEC-registered, of those listed
- 5 of 6 (83.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Carr Financial Group | SEC | $835.9 million | 1,675 |
| 2 | New Harbor Financial Group, LLC | SEC | $820.9 million | 2,197 |
| 3 | Carl P. Sherr & Co., LLC | SEC | $505.4 million | 831 |
| 4 | Cutler Capital Management | SEC | $430.8 million | 348 |
| 5 | Worcester Advisors | State | $120.2 million | 206 |
| 6 | Bartholomew & Company Wealth Management, LLC | SEC | $0 | 0 |
Wealth management firms in Massachusetts, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.